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Helping Clients Navigate through Gray Divorce
Presented by Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™

Divorce is difficult at any age. Divorcing later in life presents it own's challenges.

This replay features family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA® sharing their insights learned from years of helping mature clients going through a divorce. Carla explained how property is considered in the context of divorce and the value of prenuptial agreements. Diane used a client case while explaining the 7 considerations she evaluates when practicing divorce planning. These include:   

  • Divorce Budget
  • Asset Values
  • Social Security
  • Insurance
  • Pension/Retirement Plans
  • College Expenses
  • Estate Planning 
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